+3,859.0%
SMCI vs VCIT
+98.3%
+3,760.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.6% | +4.6% |
| 7D | +6.8% | -0.3% | +7.1% | +7.1% |
| 30D | +30.6% | -0.8% | +31.3% | +31.6% |
| 3M | -15.6% | -1.0% | -14.6% | -14.6% |
| 6M | +21.3% | -1.8% | +23.1% | +24.3% |
| YTD | +35.3% | -0.7% | +36.0% | +37.4% |
| 1Y | -2.7% | +1.0% | -3.7% | -2.4% |
| 3Y | +40.3% | +18.8% | +21.5% | +27.6% |
| 5Y | +941.8% | +3.5% | +938.4% | +862.3% |
| 10Y | +1,687.4% | +29.2% | +1,658.1% | +1,689.9% |
| All | +3,859.0% | +98.3% | +3,760.7% | +6,786.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling